Welcome! Lets get started with your onboarding.
This video will walk you through a basic overview of your iDonate account. Below are some help articles that go into more detail on the setup and implementation as you embark on simplifying your digital giving.
If you need additional help, check out iDonate's Knowledge Base attached below! Here you can find more great tips and tricks for navigating through the iDonate platform.
https://www.idonate.com/knowledge
Setting up your iDonate Account and Digital Fundraising:
- Confirm Organization Account Info
- Set Up Notification Emails
- Add Your Organization Logo
- Add Users to your iDonate Account
- Create Designations
- Create Campaigns
- Create Giving Forms
- Reporting
- Recurring Prompt
- Impact Statements
- Embed Giving Form on Your Site
- Introduce the New Giving form to Donors
- Create an Event
- Event Dashboard & Reporting
- Peer 2 Peer
- Text to Give